Legal & General Group
INNV icon

Legal & General Group’s InnovAge Holding INNV Stock Holding History

Legal & General Group’s Portfolio INNV Stock Details INNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.4K Buy
2,142
+514
+32% +$4.21K ﹤0.01% 3025
2026
Q1 		$13.1K Sell
1,628
-169
-9% -$1.26K ﹤0.01% 3125
2025
Q4 		$9.33K Hold
1,797
– – ﹤0.01% 3261
2025
Q3 		$9.27K Hold
1,797
– – ﹤0.01% 3302
2025
Q2 		$6.62K Sell
1,797
-504
-22% -$1.76K ﹤0.01% 3361
2025
Q1 		$6.86K Hold
2,301
– – ﹤0.01% 3238
2024
Q4 		$9.08K Hold
2,301
– – ﹤0.01% 3267
2024
Q3 		$13.8K Buy
2,301
+763
+50% +$4.54K ﹤0.01% 3186
2024
Q2 		$7.63K Sell
1,538
-310
-17% -$1.35K ﹤0.01% 3343
2024
Q1 		$8.21K Hold
1,848
– – ﹤0.01% 3240
2023
Q4 		$11K Hold
1,848
– – ﹤0.01% 3215
2023
Q3 		$11.1K Sell
1,848
-567
-23% -$3.68K ﹤0.01% 3247
2023
Q2 		$18.1K Buy
2,415
+431
+22% +$2.96K ﹤0.01% 3150
2023
Q1 		$15.7K Hold
1,984
– – ﹤0.01% 3134
2022
Q4 		$14.2K Buy
1,984
+481
+32% +$3.09K ﹤0.01% 3212
2022
Q3 		$9K Hold
1,503
– – ﹤0.01% 3352
2022
Q2 		$7K Sell
1,503
-917
-38% -$4.78K ﹤0.01% 3413
2022
Q1 		$15K Hold
2,420
– – ﹤0.01% 3299
2021
Q4 		$12K Hold
2,420
– – ﹤0.01% 3425
2021
Q3 		$16K Hold
2,420
– – ﹤0.01% 3347
2021
Q2 		$52K Buy
2,420
+1,432
+145% +$32.8K ﹤0.01% 2934
2021
Q1 		$25K Buy
+988
New +$24.3K ﹤0.01% 3041

Other funds holding INNV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AG
Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Legal & General Group's INNV Position: Q2 2026 in Review

Legal & General Group increased its InnovAge Holding (INNV) stake by 32% in Q2 2026, buying an estimated $4.21K and bringing the position to 2,142 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3025.

Legal & General Group first reported a position in INNV in Q1 2021 and has held it in 22 quarters since. The position peaked at $52K in Q2 2021. 107 funds tracked by Wall St. Rank hold INNV as of Q2 2026.

  • Legal & General Group held 2,142 shares of InnovAge Holding worth $25.4K as of Q2 2026.
  • Legal & General Group bought 514 InnovAge Holding shares in Q2 2026, an estimated $4.21K.
  • InnovAge Holding made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #3025 holding.
  • Legal & General Group first reported a position in InnovAge Holding in Q1 2021 and has held it in 22 quarters since.
  • Legal & General Group's InnovAge Holding position peaked at $52K in Q2 2021.
  • 107 funds tracked by Wall St. Rank held InnovAge Holding as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.